In the digital age, businesses need more than just software—they need strategic allies that can empower them to succeed in a rapidly evolving marketplace. Enter Quickly OneOffice, the cloud-based software solution designed to revolutionize CRM, Sales, and Expenses management. Let's delve into what makes Quickly OneOffice the go-to choice for businesses seeking efficiency and growth.

Unlocking Efficiency with Quickly OneOffice:

Quickly OneOffice is more than just software—it's a catalyst for business growth and success. With its intuitive features, cloud-based accessibility, and emphasis on efficiency and security, it's the ultimate solution for modern businesses looking to thrive in today's competitive landscape.

In today's competitive landscape, businesses need more than just basic tools—they need strategic solutions that deliver real results. That's where Quickly OneOffice shines. With its cloud-based infrastructure, you can access critical invoicing data from any internet-enabled device, providing unparalleled flexibility and mobility.

But the true power of Quickly OneOffice lies in its ability to transform raw data into actionable insights. By analyzing invoice trends, monitoring expenses, and tracking sales performance, our software equips you with the knowledge needed to make informed decisions that drive your business forward.

Key Benefits of Choosing Quickly OneOffice:

Quickly OneOffice is more than just software—it's a strategic ally that empowers businesses to thrive in today's competitive marketplace. With its intuitive features, cloud-based accessibility, and commitment to security and compliance, it's the ultimate solution for businesses looking to elevate their operations and drive growth.

If you are new to our system, you don't need to worry about the process. It's very easy. Just follow the instructions and register your business within a few minutes.

Steps to get your business registered:

After email verification, your account will be created. Then you can customize your account and create your business or organization profile.

After registration, your personal info page will appear. You can set your user name & contact info on this page.

Before creating any business, you need to verify your email and provide some personal information.

You can add as many businesses as you want.

Your setup is done. Now start your business adventure with Quickly OneOffice!

We understand that it is difficult to remember the individual login IDs and passwords for multiple businesses’ accounts. A Quickly OneOffice account provides access to add unlimited businesses under your single-user account.

With Quickly user account, you can do things like;

You can add or update your personal info anytime from the User Account page.

You can change your password for security reasons or reset if you forget it.

Change Password

Reset Password

Before commencing your day-to-day operations, take a moment to configure the settings according to your preferences. Doing so will streamline your business processes and enhance your overall experience.

You can do the following things;

With Quickly OneOffice, you have complete control over what your staff sees. You can define roles for individual users and assign rights for the app.

To add a user;

The user will receive an invitation via email. If the invited user does not have a Quickly OneOffice account, he will be taken to the Sign Up page right after he accepts the invitation. Then he will have to set a password for himself. He will be able to access your business once he accepts the invitation.

You can change the user’s access anytime from the User section. You can also deactivate the user if you want.

From the OneOffice Home page, click on Branding under Settings from the navigation bar to change or update your Branding.

You can set prefixes for your Invoice, Quotation and Bill according to your preference and better user experience. It will be auto-generated by the system. But you can set it manually as you want.

You can add tax for your business if applicable and assign them while creating new products or services. Tax will automatically be applied if the assigned product or service is added to the Quotation or Invoice.

Following steps to be followed to add tax;

Offer your customers a fixed value, or percentage discount on products or services in your business.

You can specify;

To add a discount:

You can add different types of shipping charges according to the business, fixed or area wise.

To add shipping;

You can change or update Timezone and Date Format from the Configuration section.

Learn how to manage your customer relationships like a pro with our awesome software. Easily keep track of your interactions, sales, and find important insights. Improve your business relationships effortlessly and precisely.

You can add Leads, convert them to Clients and manage all the necessary Contacts in one platform. Just dive into it and you have all the information at the same place.

In the context of OneOffice, a lead represents an individual who is currently a potential client. This means they have shown interest in your products or services but have not yet become formal clients. You can gather information about potential clients and store it in the Lead section of OneOffice. This information might include contact details, preferences, and any interactions they've had with your business.

The Lead section serves as a repository for managing and tracking potential clients, allowing you to organize and prioritize your efforts to convert them into actual clients. Once a lead progresses through the sales process and shows a commitment to engage further with your business, you have the option to convert them into a client within OneOffice.

To manage Lead, follow the steps;

These are the steps on how you can manage all your leads from one place.

In the context of OneOffice, a client refers to an individual or entity that was previously considered a potential customer but has now established a connection with your business. This connection could have been initiated through various interactions, such as inquiries, purchases, or engagements with your products or services. Once a prospective client takes a step to engage with your business, whether by making a purchase or expressing interest, they transition from being a potential client to a client. This transition indicates that they have begun a formal relationship with your business, and you now have the opportunity to nurture and maintain this connection to foster long-term loyalty and satisfaction.

To manage Client, follow the steps;

These are the steps on how you can manage all your clients from one place.

Effective contact management is vital for business success, and Quickly OneOffice simplifies this by centralizing all contacts in one location. This ensures accuracy, streamlines communication, and enables personalized interactions. With comprehensive insights and efficient tracking, businesses can make informed decisions and foster stronger customer relationships. Centralized contact management in Quickly OneOffice enhances productivity, collaboration, and overall business efficiency.

When you add any contact person while adding Lead or Client, the contact details will automatically reflect on the Contact page.

To manage Contacts, follow the steps;

You can view all the contacts on the Contact page.

Inventory management is critical for business success, and Quickly OneOffice simplifies this by centralizing inventory control. By managing inventory from one location, businesses ensure accuracy, streamline operations, and improve efficiency. This centralized approach provides better visibility, control, and integration across all aspects of inventory management, from procurement to fulfillment. With Quickly OneOffice, businesses can optimize stock levels, minimize errors, and make informed decisions to drive growth and profitability.

Managing items within Quickly OneOffice's inventory system is crucial for efficient operations. By centralizing item management, businesses ensure consistency, accuracy, and better control over stock movements. This streamlined approach minimizes errors, optimizes inventory levels, and improves overall operational efficiency.

Additionally, centralized item management facilitates seamless integration with other business functions, enhances visibility, and enables proactive decision-making. Ultimately, proper item management from one location empowers businesses to operate more efficiently and competitively in today's dynamic marketplace.

To manage item, follow the steps as described;

These are the steps on how you can manage all your items from one place.

Tag management for products is a vital aspect of organizing and categorizing inventory within Quickly OneOffice's system. Tags serve as labels or identifiers that businesses can assign to products to classify them based on various attributes such as category, brand, size, color, or any other relevant characteristic.

By implementing tag management for products, businesses can streamline inventory organization and retrieval processes. For example, tags allow users to easily filter and search for specific products based on predefined criteria. This simplifies inventory management tasks, improves searchability, and enhances overall efficiency.

Tag management for products in Quickly OneOffice plays a crucial role in organizing, categorizing, and tracking inventory effectively. By leveraging tags, businesses can streamline operations, improve inventory visibility, and enhance the overall management of their products.

To manage Tag, follow the steps;

Sales management in Quickly OneOffice integrates key functions like quotation, invoice, and payment handling into a single, streamlined system. This means sales teams can easily create customized quotes, manage invoicing from generation to payment receipt, and handle payments seamlessly—all within one platform. By centralizing these processes, businesses can respond swiftly to customer inquiries, maintain accurate financial records, and improve cash flow management. This unified approach enhances overall efficiency and customer satisfaction, empowering businesses to focus on driving growth and achieving their sales goals effectively.

Managing quotations in Quickly OneOffice is crucial for efficient sales. When done from one location, it ensures consistency and accuracy, making it easier for sales teams to create and track quotes. This efficiency leads to faster response times and better customer satisfaction.

Centralized quotation management also provides visibility and control over the entire process, helping businesses make informed decisions to optimize sales strategies. Ultimately, managing quotations properly from one location improves sales processes and enhances the customer experience.

To manage Quotation, follow the steps;

Managing invoices in Quickly OneOffice is essential for smooth sales operations. By handling them from one place, businesses ensure accuracy and efficiency. This centralized approach makes it easier to create, send, and track invoices, leading to faster payments and improved cash flow. It also enhances the customer experience by providing clear and timely billing information. With centralized invoice management, businesses gain better visibility and control over their finances, helping them make informed decisions and maintain financial stability.

To manage Invoices, follow the steps;

In Quickly OneOffice, managing received payments is vital for maintaining precise financial records and ensuring smooth cash flow. By consolidating payment handling into one centralized location, businesses can guarantee accuracy, timeliness, and accountability. This streamlined approach not only enables prompt updates to financial records but also enhances customer relationships and ensures compliance with financial regulations. Ultimately, centralized payment management contributes to overall financial stability and business success.

To manage Payment Received, follow the steps;

Expense management in Quickly OneOffice streamlines the handling of bills or purchases, payments made, and vendor management. Users can easily input and categorize expenses, schedule payments, and track payment status. Additionally, the platform simplifies vendor management by storing vendor information and tracking payments, enabling businesses to build strong vendor relationships and ensure timely payments. This integrated approach enhances accuracy, improves financial visibility, and drives operational efficiency, ultimately contributing to business success.

In Quickly OneOffice, bill/purchase management simplifies the process of handling expenses. Users can easily input, track, and categorize bills or purchases within the platform. This centralized system allows for efficient management of expenses, including attaching relevant documentation and setting reminders for payment deadlines. By providing a streamlined approach to bill/purchase management, Quickly OneOffice helps businesses maintain accurate financial records and optimize their expense tracking processes.

To manage Bill / Purchase, follow the steps;

In Quickly OneOffice, payment management streamlines the process of making payments. Users can easily schedule, track, and reconcile payments within the platform. This centralized system allows for efficient payment management, including monitoring payment status and generating reports to analyze spending patterns. By providing a seamless approach to payment management, Quickly OneOffice helps businesses optimize cash flow and ensure timely payments to vendors and suppliers.

To manage Payment Made, follow the steps;

In Quickly OneOffice, vendor management simplifies the process of managing relationships with suppliers and service providers. Users can easily store and organize vendor information within the platform, including contact details, payment terms, and transaction history. This centralized system allows for efficient vendor management, including tracking payments and maintaining a comprehensive vendor database. By providing a streamlined approach to vendor management, Quickly OneOffice helps businesses build strong vendor relationships, negotiate favorable terms, and ensure timely payments.

To manage Vendors, follow the steps;